High wire act: Is it possible to quell inflation and to avoid a recession?
Read the latest market snapshot for our investment team views.
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Beijing faces limited options to tackle economic woes: A fixed income perspective
https://t.co/5c3uKm6vwL
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A brave new world of artificial intelligence beckons. How should investors and asset managers respond? Read our latest Spectrum report to find out:
https://t.co/zejoAJ0pRZ
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Navigating China’s economic turbulence.
As China’s economic woes mount, we outline the Federated Hermes GEMs Fund’s positioning and discuss our outlook for the country.
https://t.co/MeOoOVlVUl
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Will the US equities rally continue?
Despite a strong July for stock markets, the latest US jobs data has added to speculation about future interest rate hikes. Read this week’s market snapshot.
https://t.co/rVI3cGO85A
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India: an ESG landscape in transformation
Indian government’s policy commitments around renewables, healthcare and financial inclusion present ample opportunities for firms to align with the SDGs.
https://t.co/n6YxYwhO4U
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The advantages and challenges of ESG in fixed income
In our latest video, Mitch Reznick, Head of Sustainable Fixed Income, outlines some key dynamics that underpin sustainable debt.
Watch full video:
https://t.co/tbPGiNfxTl
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While the immediate outlook for credit fundamentals might look challenging, there's one sub-asset class that could weather the storm. Read our latest edition of Chartology to learn more.
https://t.co/q1z2nGc5rV
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Navigating rising distress levels in leveraged loans
The northern European senior secured segment offers one of the best protected high yielding opportunities at the present time.
https://t.co/QiMHEkwTOz
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In this latest edition of 360°, our credit teams consider the conflicting narratives within the bond and equity markets. Which sub asset classes and sectors stand to benefit, and which are at risk?
https://t.co/bvNumh1BCr
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ESG Materiality, H1 2023: Spotlight on India
In the latest issue we reflect on key corporate governance trends across emerging markets and look at India, one of the world's most dynamic economies.
https://t.co/3J87V1aBCf
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As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. Korea falls into this category and mustn’t be overlooked, says James Cook, Investment Director, Emerging Markets.
https://t.co/fiAiVNhhuw
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The BoE raised interest rates to 5% on Thursday.
For Orla Garvey, Senior Fixed Income Portfolio Manager, this decision sends a strong message that, for the central bank, the fight is far from over. https://t.co/xCf1X8wXyW
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Beyond re-opening: the long-term trends to watch in China
Risks and rewards found in China topped the agenda at Federated Hermes Asia and Emerging Markets Investing Forum in London on 13 June.
https://t.co/YLJJWuQda6…
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Stick or twist? Central banks diverge on policy direction
Fed paused its tightening cycle this week, while the ECB hiked, and PBoC cut rates. Our market snapshot looks into a developing global trend.
https://t.co/RB2VQdjamV
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